-52.0%
SOUN vs NDAQ
+116.1%
-168.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.9% | -7.0% | -7.2% |
| 7D | -15.5% | +1.7% | -17.2% | -16.7% |
| 30D | -26.2% | +16.2% | -42.5% | -35.2% |
| 3M | -51.4% | +14.0% | -65.3% | -56.7% |
| 6M | -55.3% | +22.3% | -77.6% | -63.1% |
| YTD | -63.9% | +13.0% | -76.9% | -68.1% |
| 1Y | -72.8% | +24.0% | -96.8% | -77.9% |
| 3Y | +101.1% | +117.1% | -16.0% | +12.8% |
| All | -52.0% | +116.1% | -168.1% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling